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Formitize

Smart Forms & Job Management.

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Overview

Formitize is a comprehensive business management solution that helps companies go paperless and streamline their operations. Its core features include a powerful smart forms builder, job management and scheduling, a customer relationship manager (CRM), and tools for quoting and invoicing. It is designed to be an end-to-end solution for field service and professional services businesses, including building inspectors.

✨ Key Features

  • Smart forms with advanced logic
  • Job management and scheduling
  • CRM and client database
  • Quoting and invoicing
  • Online webforms for agreements
  • Document management
  • Health & Safety compliance modules

🎯 Key Differentiators

  • All-in-one platform approach (forms, jobs, CRM, finance).
  • Powerful and highly customizable form builder.
  • Australian-based with a global presence.

Unique Value: Formitize provides a single, integrated platform to manage an entire service business, from the first customer contact to the final invoice, eliminating the need for multiple disconnected software tools.

🎯 Use Cases (5)

Building inspections and reporting Field service management Work order management Compliance and safety audits Sales and lead management

✅ Best For

  • Replacing all paper-based forms and processes within a business.
  • Managing the entire workflow from lead to invoice in a single platform.
  • Creating complex, logic-based forms for detailed data collection.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Users who only need a very simple checklist or inspection app.
  • Businesses that do not require job management or CRM features.

🏆 Alternatives

Jobber GoCanvas ServiceM8

While competitors like Jobber focus heavily on job scheduling and CRM, Formitize's core strength is its incredibly powerful smart forms engine, making it a better fit for businesses with complex data collection and reporting needs, such as building inspectors.

💻 Platforms

Web iOS Android

✅ Offline Mode Available

🔌 Integrations

Xero QuickBooks Zapier API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (All tier)

🔒 Compliance & Security

✓ GDPR ✓ SSO

💰 Pricing

$29.99/mo

✓ 14-day free trial

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